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PNC Wealth Management LLC

PNC Wealth Management LLC. CRD 129052

PNC Wealth Management LLC logo

CRD: 129052

PNC Wealth Management LLC

Pittsburgh, PA, 15222
8007626111
www.pnc.com/en/personal-banking.html
$30.3B Total AUM
$28.2B Disc. AUM
4.0% 3Y CAGR
1,713 Employees
164,105 ADV. Clients
22 yrs Firm Age

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Firm Details

Custodian
Broadridge · Fidelity/NFS · PNC
Clients
Retail and Institutional
Platforms
Element alphaHarbor +more
Established Date
09-17-2003
Office Locations
700

Office Locations

1 Cascade Plaza Akron OH
1 Cass City Center Suite 200 Logansport IN
1 East Pratt Street Baltimore MD

About PNC Wealth Management LLC

PNC Wealth Management LLC provides bank-integrated wealth management and financial planning, pairing financial wellness conversations with professionally managed accounts and portfolio construction across mutual funds, ETFs, and fixed income, with options spanning alternatives and ESG/SRI. Serves retail and institutional relationships, including business owners, supported by PNC’s digital platform (PNC Mobile/Virtual Wallet tools like Money Bar).

Team overview

43 AVG AGE
$36.7M AVG AUM / ADVISOR
$184.5K AVG AUM / CLIENT
7.5 yrs AVG TENURE
1,713 Employees
825 Advisory Reps
1,113 RIA Reps
22yrs Firm Age

Insights

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Asset Classes

Catalyst Unison Timber ember Optima pathway Focus legacy Horizon Vertex Focus quantum Wave

Client Personas

Beacon frontier Horizon

Custodian

Unison Alpha Catalyst Value North summit Summit Quantum wave Eagle fusion Element foundation Focus Pathway

Investment Themes

Legacy vector Timber alpha Ridge Unison vertex Optima vector Ember bridge Matrix meridian

Investment Vehicles

Glacier Vital bridge

Platform

Vertex

Services

Ember catalyst Vertex Alpha north Eagle Pathway Vital glacier Timber Peak Matrix Element

Technology

Optima alpha Quantum Unison insight Signal

Owner & Executives

SEAN FLYNN

SEAN FLYNN

Chief Compliance Officer

CRD
#2790159
Ownership
Less than 5%
(960) 713-1219
quantum.vertex@northcapital.com
in linkedin.com/in/oak-momentum
R

RICHARD ROBERT GUERRINI

Chief Executive Officer, Managing Director, President

CRD
#1990015
Ownership
Less than 5%
(522) 576-2597
matrix.element@deltacapital.com
in linkedin.com/in/zenith-eagle
P

Peak frontier

Bridge eagle unison

CRD
#19468
Ownership
8.3%
(613) 690-2987
north.harbor@beaconcapital.com
in linkedin.com/in/matrix-glacier

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Contacts

JASON MICHAEL ABBAMONTE

JASON MICHAEL ABBAMONTE

Financial Advisor

CRD
#5535997
(546) 686-8443
foundation.meridian@legacycapital.com
in linkedin.com/in/summit-peak
CHAD ADAMS

CHAD ADAMS

Senior Vice President - Wealth Management

CRD
#5804903
(341) 437-6589
capital.quantum@elementcapital.com
in linkedin.com/in/ember-momentum
C

Catalyst harbor

Glacier ember timber

CRD
#10865
(346) 261-5298
fusion.ember@wavecapital.com
in linkedin.com/in/oak-ridge

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
12-05-2022
12-15-2023
10-08-2024
10-17-2025
06-30-2026
Category Assets AVG. Account size
Discretionary $28,204,261,140 $174,620
Non-Discretionary $2,068,811,522 $800,314
Total $30,273,072,662 $184,476

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Separately Managed Accounts

Total SMA Asset: $30,273,072,662

$30.3B Total SMA
Public Funds:
10.2%
Equity - Exchange:
30.6%
Cash:
20.0%
Corporate - Investment Grade:
18.8%
Municipal Bonds:
20.4%
Asset class Assets Assets %
Public Funds $230,520,466 10.2%
Equity - Exchange $691,561,397 30.6%
Cash $452,000,913 20.0%
Corporate - Investment Grade $424,880,858 18.8%
Municipal Bonds $461,040,930 20.4%
Total $2,260,004,564 100.0%

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